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Scottish Equitable Personal Pension Plan (S00035)
Mr Maddison alleges that Scottish Equitable, the managers of his Plan, imposed a transfer penalty when transferring his pension fund from the Plan to a Scottish Equitable Self Invested Personal Pension (SIPP) Mr Maddison believed that the transfer was to be conducted on an “internal” basis a …
The RBS Trust Bank Defined Benefit Scheme (23730/1)
Mr Parr complains that the Bank failed to inform him of his right to an unredu …
Johnson & Higgins Limited Employee Benefit Scheme (26956/3)
Mr Daws alleges that both Marsh and the Trustees failed to inform him at the time he transferred hi …
Baker Tilly (2006) Retirement Benefit Scheme (27096/1)
Mrs Phillips contends that the Trustees applied the rules of the Scheme incorrectly, in that increases in her part-time hours were not counted immediately for benefits and contribution purposes. She adds that as a consequence of …
Railways Pension Scheme (72690/1)
Mr Taylor’s complaint is that BBRISL and/or rpmi delayed in dealing with his transfer request. The Pensions Ombudsman’s determination and short reasons The complaint should be up …
Principal Civil Service Pension (72791/1)
Mr Travis complains that CSPD and/or HMRC did not treat him fairly and the same as other Scheme members (and thus breached a duty of care owed to him) by failing to notify him of the withdrawal of an option to allocate part of his pension to …
National Mutual Policy no: P860296 (73086/1)
Mr Jackman alleges that. Windsor Life Assurance Co Ltd (Windsor Life) the managers of the above policy, provided him with misleading information regarding the name of the Fixed Interest Fund and also its performance prior to his switch of policy funds into it.DETAILED DETERMINATION Ma …
NHS Pension (73391)
Mrs Kirby complains that her pension was incorrectly calculated, and as a result she was asked for a repayment that she could not afford to make.
Firefighters Pension Scheme (72692/1)
Mr Hitchcock objects to the refusal by the LFEPA and the Board of Medical Referees appointed by the Secretary of State for Communities and Local Government to accept that Mr Hitchcock’s injuries qua …
Ascom Telecom Pension Scheme (14990/3)
Mr Hawkins says: Although the Trustees have provided 6% per annum increases to his pension, since 6 April 2006 they have not restored his pension to the level it would have been at that date had the restrictions imposed by the Inland Revenue …
The Teachers’ Pension Scheme (16364/4)
Mr Tancred says that the Department incorrectly ceased payment of his ill health pension. He also believes that there were deficiencies and irregularities in the Department’s decision making process. The Ombudsman’s determination and short reasons The complaint shoul …
Astra Holdings Pension Plan (17910/1)
The Applicant alleges that the have failed to provide details of the options available to him at retirement in a timely manner and pay him his pension benefits. T …
AXA Equity and Law Multipension Personal Plan (72175)
Mr Harris says: The Plan was incorrectly set up by AXA to apply 10% indexation to the sum assured. The manner in which AXA administered the Plan and handled his complaints amounted to maladministration.
Rangers Pension Scheme (71590/2)
Mrs Warwick says that Mrs Ranger, in her capacity as trustee of the Scheme, has a conflict of interest in the settlement of the death benefits for her estranged husband Mr R Ranger. She also believes that the sale of the Scheme’s property may not have been open, tran …
Niarchos (London) Ltd Pension Scheme (72839)
Mr Hawkins says: Although the Trustees have provided 6% per annum increases to his pension, since 6 April 2006 they have not restored his pension to the level it would have been at that date had the restrictions imposed by the Inland Revenue …
Local Government Superannuation Scheme (Northern Ireland) (72209)
Mrs Reilly complains that: NILGOSC, as managers of the Scheme, failed to advise Equitable Life, her Free Standing AVC (FSAVC) provider, that h …